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Revising NYT Price To $12

by Trefis Team
We recently upgraded our price estimate for  The New York Times Company (NYSE:NYT) from $9.64 to $12.01, based on the expected improvement in the company’s financial results stemming from increase in weekly price of its print subscription and gro...
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Weekly Tech Update: INTC, CREE, FFIV, QCOM, TXN

by Trefis Team
The semiconductor industry was one of the strongest performing sectors in 2014, driven by the continued strength in personal, network and service provider communications, and increasing electronics adoption around the world. According to the Semi...
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P&G’s Frederic Fekkai Hair Care Brand Becomes the Latest Victim of the Brand Consolidation Program

by Trefis Team
Global consumer processed goods behemoth Procter & Gamble (NYSE: PG) continues to take small steps forward in its ambitious brand consolidation program. Frederic Fekkai, a luxury hair care brand and salon chain, has become the latest brand to...
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Factors That Can Lead To A Significant Increase In TI’s Valuation

by Trefis Team
Texas Instruments Normal 0 false false false EN-IN X-NONE X-NONE (NASDAQ:TXN) is the world’s leading analog chipmaker and a key supplier of embedded chips for a host of applications. Since its exit...
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Weekly Media Notes: Disney’s Largest Retail Store In China And More

by Trefis Team
The media industry remained active last week, with Disney opening its largest retail store in Shanghai. In another development, Fox’s management stated that they are committed to invest more into programming despite the recent ratings decline. In...
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10% Upside If J&J Is Even Partially Successful In Its R&D Plan

by Trefis Team
In a recent analyst meeting,  Johnson & Johnson (NYSE:JNJ) stated that it plans to file at least 10 new drugs for regulatory approval by 2019, each of which has the potential to become a blockbuster product with annual sales of more than $1 b...
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American Eagle Soars On Better-Than-Expected Earnings And Guidance

by Trefis Team
American Eagle Outfitters ‘ (NYSE:AEO) shares increased by more than 7% after it reported better-than-expected results for Q1 fiscal 2015, and guided its second quarter ahead of the consensus estimates. Backed by a recovery in store traffic...
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L Brands’ Growth Remains Steady; Guides Moderate Improvement For 2015

by Trefis Team
The parent company of Victoria’s Secret and Bath & Body Works,  L Brands (NYSE:LB) recently reported its Q1 fiscal 2015 results. The retailer said its adjusted earnings per share increased 15% to $0.61 from $0.53 in the year ago period,...
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HP Earnings: Soft Demand And Strong Dollar Impact Revenue Even As The Company Gears For Split

by Trefis Team
Hewlett-Packard (NYSE:HPQ) posted its second quarter earnings for fiscal year 2015 on May 21 st . (Fiscal year end with October.) In line with our expectations, HP’s revenues declined by 7% year over year (2% in constant currency) to $25.5 billio...
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Lower China Sales And Large Investments To Weigh On Tata Motors’ Fiscal 2015 Results

by Trefis Team
The Indian automaker  Tata Motors (NYSE:TTM) is scheduled to announce its Q4 and full fiscal year (ended March) results on May 26. The company reported a mixed bag of results last quarter, with revenues rising 9.6% year-over-year, while profits b...
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Q1 2015 U.S. Banking Review: Custody Banking Assets

by Trefis Team
Over recent years, there has been a marked increase in the demand for custodian services worldwide due to the added complexity in compliance and reporting requirements. The stricter regulatory rules have compelled financial institutions to approa...
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China Telecom Racing Ahead Of China Unicom In Adding 4G Subscribers

by Trefis Team
China Telecom (NYSE:CHA) recorded another month of solid high speed subscriber gains and once again outpaced bigger rival China Unicom (NYSE:CHU) in adding 4G subscribers. Compared to a dismal tally of 691,000 high speed (3G and 4G) subscriber ad...
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Oilfield Services Notes: Transocean and Halliburton

by Trefis Team
The oilfield services industry had a relatively news filled week, headlined by  BP (NYSE:BP) settling remaining claims with Transocean (NYSE:RIG) and Halliburton (NYSE:HAL) relating to the 2010 Deepwater Horizon oil spill. In other news, Transoce...
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Solar Weekly Notes: Yingli, First Solar, SunPower

by Trefis Team
The solar industry had a relatively eventful week, which began with Yingli Green Energy ‘s (NYSE:YGE) stock falling by over 45% after the company noted in its 2014 annual report that there was “substantial doubt” about its ability to remain...
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Logistics Weekly Review: FedEx, UPS

by Trefis Team
During the past week,  UPS (NYSE:UPS) agreed to settle allegations against it regarding the submission of false claims in order to cover late deliveries. Meanwhile,  FedEx ’s (NYSE:FDX) arm that provides freight forwarding and customs brokerage s...
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